Background & Experience

Steve Gershman, was previously a Shareholder with KatzAbosch. He joined the firm in 1973. He has experience in accounting, auditing, management
services, and personal financial planning that spans more than 30 years. Specializing in personal financial planning, he has guided clients with their individual tax and estate planning as well as developing their family legacies.

Education

University of Baltimore, Bachelor of Science, Accounting

Areas of Specialization

Steve provides a full range of accounting and tax services for clients including:
• Personal financial planning
Income tax returns
Business planning and consulting
• Expert witness and forensic accounting

Professional Designations

  • Certified Public Accountant, 1972
  • Personal Financial Specialist, 1994
  • Certified Fraud Examiner, 1996

Awards

  • H. Mebane Turner Service Award, University of Baltimore Alumni
  • Association, 2006
  • Howie Award, Howard County Arts Council, 2005
  • Distinguished Leadership Award, National Association For Community Leadership, 1998

Professional Affiliations and Civic Involvement